Coeffection icon
Coeffection icon

Coeffection

CRM for service businesses that need more than deal tracking: define custom records and relationships, build pipelines, price quotes by trade-specific units, enforce approvals, collect e-signatures, and create QuickBooks or NetSuite invoices without retyping.

An HVAC quote: a heat pump priced from tonnage and SEER2, plus labor, refrigerant, permit and a care plan, with margin.

Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Online
A sign shop pipeline: jobs move from site survey to installation on stages you name.
A machine shop quote: parts priced from material, cycle time and quantity breaks, plus setup and finishing.
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A real estate transaction linked to its property, buyer and seller, with key dates.
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Coeffection was added to AlternativeTo by Contact-Coeffection on and this page was last updated .

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What is Coeffection?

Coeffection is a Customer Relationship Management (CRM) system for small to medium-sized service-oriented businesses offering custom work. It caters to a variety of industries including sign shops, HVAC and electrical contractors, landscapers, commercial cleaners, machine shops, AV rental companies, IT service providers, and agencies.

Unlike standard CRMs, Coeffection extends beyond the deal stage to the end of the cash cycle. It allows businesses to build quotes based on their specific pricing models. It also has approval rules, e-signature collection for contracts, and integrates with QuickBooks Online or NetSuite for invoice generation.

Coeffection offers customization to match business operations. Users can create custom records and fields, link them, and design their own pipelines. It logs all communication and offers reporting and dashboard capabilities for analysis. Pricing starts at $149 per month for three seats, with a 14-day free trial available without a credit card.